Swan Global Investments, LLC, Swan Capital Management, LLC, Swan Global Management, LLC and Swan Wealth Management, LLC are affiliated entities.
We developed the Defined Risk Strategy in 1997 as a way to offer our clients a distinctive, innovative tool for minimizing market risk. The strategy is designed to protect investor portfolios from large market declines. We pursue this goal through a rules-based, actively managed hedged equity investment process.
Palmas Del Mar Humacao,
Puerto Rico, 00791